Zoho Books

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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  1. Several Companies in one client portal

    Several clients under 1 client portal. For example, One director has 4 Limited companies. I need the director to log in to the portal and be able to see outstanding invoices for all of his companies.

    19 votes
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    5 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Payment Methods via Portal

    It is very important for us to be able to control how a client pays via the portal. We can choose to let them pay only CC, but we do not have the option for them to pay only ACH. We need this badly. We love the portal and our customers/vendors are enjoying the visibility into their accounts, but we CAN NOT have a customer paying a 100k invoice with a CC. The fees are just too high. So we really need the option to have ACH, but not CC. Please, please, please.

    17 votes
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    2 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Add Access to Client Portal

    Access to the client portal. It would be nice if there was a way to access the client portal from the client's account overview page on the backend. Add an option or a button from the clients account page that puts you directly in the portal, giving you the ability to jump inside each client's portal, seeing what they see. I think it is important to have full access, since we are the ones creating it anyway.

    8 votes
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    0 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Price List

    Sharing the customer specific price list in the client portal could further stream line the process of enq-quote-order process

    7 votes
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  5. and shipment tracking info to customer portal

    if invoice and/or portal simply would show the tracking information for each order or invoice then customer can view and track themselves anytime they have question about "where is my order" - which is like ALL THE TIME

    6 votes
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    2 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Customize client portal

    Not all organizations using books work in the same type of niche or business, so it would be nice to be able to edit the portal menu names/sections/tittles and even be able to select what sections the client can see. This way you can adapt the portal to better fit your type of business

    6 votes
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    1 comment  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Cleaner and easier custom domain for portal

    I have a custom domain name setup for my books account - one proble i have is that although my domain names are easier for zoho services i.e book.domain.com or support.domain.com my clients have a harder time remembering the client portal address which is more like:

    https://invoice.domain.com/portal/portalname/login

    my clients are constantly losing this link and have to ask me to remind them of it, and even i cant remember this url chain.

    why couldnt it be invoice.domain.com/client or even client.domain.com or portal.domain.com etc like all other zoho services - it would be nice to be able to map a specific…

    5 votes
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  8. Have the client portal link API for integration on any website

    instead of accessing the portal through the email link, clients should be able to log in on the business website and manage payments. This can also be integrated with Zoho bookings.

    4 votes
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  9. Zoho Sign integrate to portal

    I suggest client can access easily on zoho sign and see all their files signup

    4 votes
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  10. Client Portal Profile Picture or Logo

    Need to have this customization after all, it ia the year 2020. We need the ability to add a custom image or logo for the client's profile in the client portal. Possibly we could add their logo,or the customer can add one or change it from the one we chose.It is a bit misleading as you try to click on the profile icon by the company name. This should take you to a place to add a picture of your choice.

    4 votes
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  11. View customer portal on behalf of specific customer

    Would be good to be able to display customer portal for a specifc customer, in order to check what they can see.
    This would allow better support (tutorials with screenshots, etc.) and monitoring projects to be invoiced that they can see

    3 votes
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    3 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Self Client Registration Portale

    I suggest client can signup themself in Client Portal it's easy and fast.
    Client portal it's just a form with all fieled need to make invoice.

    3 votes
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  13. Share Links for clients

    I would recommend a share link, that would give the possibility to customers who do not have an account to enter the seller's catalog and create their "shopping cart", a purchase order ( similar to the purchase order you already have but created by the client not the owner/seller) with the items that are added to "items" and that purchase order would be automaticcaly added to the sellers profile as a "request to approve" so the seller can create the invoice (such as in Brandboom and other digital catalog platforms "), thus improving, smoothening and streamlining the customer-seller / items-purchase…

    3 votes
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  14. Client portal

    I would like the "Staff name" field to be included in the Client portal under project timesheets

    3 votes
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    1 comment  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Syncronize documents between diferent Zoho Books organisations

    When two companies work using Zoho Books, and one is vandor , it would be great that vandor can just chose and sync created invoices to his clients zoho books acount. In that way client account will automatily recive those invoice as bills / expenses and vandor will be sure that all invoice are surely sent.

    So both companies would in more easier and secure way work, without need of manually adding those invoice in Zoho Books or scaning them using document scaning feature.

    2 votes
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  16. Customize Portal by Client

    //i would like the ability to choose what is available on the portal according to the client/project. I would also like the ability to show hours billed/unbilled with or without detailed time entries. I would like the abililty to choose to show tasks or not.

    2 votes
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  17. Give the ability to customize the look and feel of the client portal

    Give the ability to customize the look and feel of the client portal. For instance, I would like to change the Estimate "Accept" button text to "Yes, please!" Also, I would like to use a different label for Estimates.

    1 vote
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  18. Audit log of who accesses the client portal

    A simple way to track who is accessing the portal to gauge adoption

    1 vote
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  19. For custom portal, allow any portal name as it will be unique to that domain

    For custom portal, allow any portal name as it will be unique to that domain

    1 vote
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  20. Vendor Portal Menu Order

    The menu on the left of the client portal goes in the order of Estimates, Invoices and then Sales Orders ... The process flow is Estimate, Sales Order, Invoices, Payments Made ... You can't invoice before a sales order is sent ...

    1 vote
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